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Side-by-side financial comparison of Global-E Online Ltd. (GLBE) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $625.5M, roughly 1.4× Global-E Online Ltd.). RH runs the higher net margin — 4.1% vs 0.9%, a 3.2% gap on every dollar of revenue.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
GLBE vs RH — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $625.5M | $883.8M |
| Net Profit | $5.8M | $36.3M |
| Gross Margin | 45.0% | 44.1% |
| Operating Margin | 1.3% | 12.0% |
| Net Margin | 0.9% | 4.1% |
| Revenue YoY | — | 8.9% |
| Net Profit YoY | — | 9.3% |
| EPS (diluted) | — | $1.83 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $883.8M | ||
| Q3 25 | $625.5M | $899.2M | ||
| Q2 25 | $404.8M | $814.0M | ||
| Q1 25 | $189.9M | $812.4M | ||
| Q4 24 | — | $811.7M | ||
| Q3 24 | $489.9M | $829.7M | ||
| Q2 24 | $313.9M | $727.0M | ||
| Q1 24 | $145.9M | $738.3M |
| Q4 25 | — | $36.3M | ||
| Q3 25 | $5.8M | $51.7M | ||
| Q2 25 | $-7.4M | $8.0M | ||
| Q1 25 | — | $13.9M | ||
| Q4 24 | — | $33.2M | ||
| Q3 24 | $-77.1M | $29.0M | ||
| Q2 24 | $-54.5M | $-3.6M | ||
| Q1 24 | — | $11.4M |
| Q4 25 | — | 44.1% | ||
| Q3 25 | 45.0% | 45.5% | ||
| Q2 25 | 44.9% | 43.7% | ||
| Q1 25 | 44.3% | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | 45.1% | 45.2% | ||
| Q2 24 | 44.8% | 43.5% | ||
| Q1 24 | 43.4% | 43.5% |
| Q4 25 | — | 12.0% | ||
| Q3 25 | 1.3% | 14.3% | ||
| Q2 25 | -2.1% | 6.9% | ||
| Q1 25 | -10.1% | 8.7% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | -14.9% | 11.6% | ||
| Q2 24 | -16.6% | 7.5% | ||
| Q1 24 | -20.1% | 8.7% |
| Q4 25 | — | 4.1% | ||
| Q3 25 | 0.9% | 5.8% | ||
| Q2 25 | -1.8% | 1.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | -15.7% | 3.5% | ||
| Q2 24 | -17.4% | -0.5% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | $1.83 | ||
| Q3 25 | — | $2.62 | ||
| Q2 25 | — | $0.40 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | — | $1.45 | ||
| Q2 24 | — | $-0.20 | ||
| Q1 24 | — | $0.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $251.4M | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $933.0M | $3.3M |
| Total Assets | $1.3B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $43.1M | ||
| Q3 25 | $251.4M | $34.6M | ||
| Q2 25 | $205.2M | $46.1M | ||
| Q1 25 | $207.7M | $30.4M | ||
| Q4 24 | — | $87.0M | ||
| Q3 24 | $207.3M | $78.3M | ||
| Q2 24 | $229.8M | $101.8M | ||
| Q1 24 | $181.9M | $123.7M |
| Q4 25 | — | $3.3M | ||
| Q3 25 | $933.0M | $-40.9M | ||
| Q2 25 | $909.1M | $-110.8M | ||
| Q1 25 | $884.3M | $-163.6M | ||
| Q4 24 | — | $-183.0M | ||
| Q3 24 | $869.4M | $-234.7M | ||
| Q2 24 | $878.7M | $-289.9M | ||
| Q1 24 | $886.9M | $-297.4M |
| Q4 25 | — | $4.8B | ||
| Q3 25 | $1.3B | $4.7B | ||
| Q2 25 | $1.2B | $4.7B | ||
| Q1 25 | $1.2B | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $1.2B | $4.4B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $1.1B | $4.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | — | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $131.9M | ||
| Q3 25 | — | $137.7M | ||
| Q2 25 | — | $86.6M | ||
| Q1 25 | — | $-18.8M | ||
| Q4 24 | — | $-31.4M | ||
| Q3 24 | — | $11.2M | ||
| Q2 24 | — | $56.1M | ||
| Q1 24 | — | $-114.0M |
| Q4 25 | — | $83.0M | ||
| Q3 25 | — | $80.7M | ||
| Q2 25 | — | $34.1M | ||
| Q1 25 | — | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | — | $-37.9M | ||
| Q2 24 | — | $-10.1M | ||
| Q1 24 | — | $-251.5M |
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | — | -34.1% |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 10.78× | ||
| Q1 25 | — | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -10.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLBE
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
